Cybersecurity
Fortinet
A major network security company providing firewall and broader cybersecurity solutions, increasingly integrating AI-driven security operations as a core part of its platform strategy. Fortinet reported Q1 2026 revenue of $1.85 billion (beating forecasts of $1.73 billion) with product revenue surging 41% to $645 million on AI infrastructure deployments, raising full-year 2026 revenue guidance to $7.71-7.87 billion; total billings grew 31% year-over-year, matched by 31% billings growth in its Unified SASE business.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Anthropic, OpenAI
“Fortinet is collaborating closely with multiple leading AI companies, including Anthropic as part of Project Glasswing, OpenAI and others.”
SEC 8-K exhibit (0001262039-26-000010) · May 6, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 85% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Fortinet, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Fortinet investor relations / Q1 2026 earnings release — Fortinet raises FY2026 revenue outlook to $7.71-7.87B on AI security demand85% source confidence
- TS2.tech — Fortinet's Unified SASE billings grow 31% as networking-security convergence accelerates74% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Fortinet depends on below, and who depends on Fortinet above — click any node to make it the new center, 2 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.